See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,928 | $102,966+139.8% | $90,281+173.5% | $152,861+61.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.57% | 95.16%-77.6pp | 78.10%-60.5pp | 345.32%-327.8pp |
| Employer contribution / active EE | $8,520 | $3,139+171.4% | $2,854+198.5% | $4,762+78.9% |
| Participant deferral / active EE | $16,093 | $4,281+275.9% | $3,885+314.2% | $5,850+175.1% |
| Admin fee / account holder | $102,801 | $6,171+1566.0% | $5,351+1821.1% | $11,596+786.5% |